Jefferson Bridge Capital LLC Purchases New Shares in United Parcel Service, Inc. $UPS

Jefferson Bridge Capital LLC purchased a new stake in United Parcel Service, Inc. (NYSE:UPS) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 5,685 shares of the transportation company’s stock, valued at approximately $564,000.

A number of other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. raised its holdings in shares of United Parcel Service by 0.6% in the third quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock valued at $5,619,730,000 after buying an additional 372,850 shares during the last quarter. State Street Corp raised its holdings in shares of United Parcel Service by 0.9% in the third quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock valued at $2,594,713,000 after buying an additional 288,720 shares during the last quarter. Victory Capital Management Inc. raised its holdings in shares of United Parcel Service by 10.5% in the third quarter. Victory Capital Management Inc. now owns 7,991,490 shares of the transportation company’s stock valued at $667,109,000 after buying an additional 761,217 shares during the last quarter. Invesco Ltd. raised its holdings in shares of United Parcel Service by 17.3% in the third quarter. Invesco Ltd. now owns 6,724,265 shares of the transportation company’s stock valued at $561,678,000 after buying an additional 993,461 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its holdings in shares of United Parcel Service by 10.6% in the third quarter. Dimensional Fund Advisors LP now owns 5,072,282 shares of the transportation company’s stock valued at $423,746,000 after buying an additional 486,384 shares during the last quarter. 60.26% of the stock is owned by institutional investors.

Analysts Set New Price Targets

UPS has been the subject of a number of research analyst reports. Truist Financial lifted their price target on United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Wolfe Research reaffirmed a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. HSBC raised United Parcel Service from a “hold” rating to a “buy” rating in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft lifted their price target on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Finally, Stifel Nicolaus boosted their price objective on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $113.60.

Insiders Place Their Bets

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.13% of the company’s stock.

More United Parcel Service News

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Citigroup trimmed its price target slightly (from $120 to $118) but kept a Buy rating, implying ~21% upside from current levels, signaling continued analyst confidence in UPS’s medium‑term outlook. Benzinga
• Positive Sentiment: UPS and the Teamsters agreed to cap voluntary driver buyouts at 7,500 workers and $150k each — this limits potential large severance liabilities and provides management greater cost visibility as it reshapes the network. Zacks: UPS Inks Deal to Cap Driver Buyouts
• Neutral Sentiment: Industry/competitive context: FedEx shares have rallied recently on cost cuts and upbeat guidance, a reminder UPS faces competitive pressure and must execute its own efficiency moves. Yahoo: FedEx Stock Rises
• Neutral Sentiment: Peripheral market note — a ResearchAndMarkets report on AI data‑center energy storage growth is unlikely to directly affect UPS operations; included here for sector context only. Yahoo: AI Data Center Energy Storage Market Outlook
• Negative Sentiment: Bank of America trimmed its price target to $105 and warned the Teamsters settlement tightens the road to margin recovery — a direct analyst view that the deal reduces UPS’s flexibility to cut costs and press margins. 247WallStreet: BofA Cuts PT
• Negative Sentiment: Diesel prices have spiked (~50%), pushing trucking surcharges to multi‑year highs; higher fuel costs and tight capacity create near‑term margin pressure for parcel carriers including UPS. Yahoo: Diesel Prices Jump Nearly 50%
• Negative Sentiment: Macro concerns: a Motley Fool piece flags increasing macroeconomic headwinds for capital‑intensive logistics operators, underscoring demand and cost risks that could weigh on UPS earnings momentum. Motley Fool: Should Investors Buy UPS Stock Today?

United Parcel Service Stock Performance

Shares of NYSE:UPS opened at $97.56 on Wednesday. The stock has a market capitalization of $82.84 billion, a P/E ratio of 14.87, a P/E/G ratio of 1.54 and a beta of 1.12. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $122.41. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45. The business has a 50-day moving average price of $106.74 and a two-hundred day moving average price of $99.48.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.48 billion during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company’s quarterly revenue was down 3.2% compared to the same quarter last year. During the same period in the previous year, the business posted $2.75 EPS. Equities analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.7%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s payout ratio is currently 100.00%.

About United Parcel Service

United Parcel Service (NYSE: UPS) is a global package delivery and supply chain management company that provides a broad range of transportation, logistics and e-commerce services. Its core business centers on small-package delivery and last-mile distribution for business and individual customers, supported by a network of ground transportation, air cargo operations (UPS Airlines) and sorting facilities. In addition to parcel delivery, UPS offers freight transportation, contract logistics, warehousing, customs brokerage and reverse-logistics solutions designed to support domestic and international commerce.

The company traces its roots to 1907 when it began as a small messenger service in the United States and later evolved into the United Parcel Service.